schedule-d

Automate Schedule D capital gains and losses calculations from Form 8949 totals and carryovers.

1|Updated Apr 27, 2026
One-click install
npx skills add https://github.com/jupid-tax/jupid-skills --skill schedule-d
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: schedule-d
Source: https://github.com/jupid-tax/jupid-skills/tree/main/forms/schedule-d
Command: npx skills add https://github.com/jupid-tax/jupid-skills --skill schedule-d

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill automates the generation of a compliant Schedule D draft (Form 1040) by consolidating Form 8949 totals, carryovers, and capital gain distributions, enabling accurate capital gains tax reporting.

Core Features & Use Cases

  • Aggregates Form 8949 line items (short-term and long-term) with Box A-F adjustments, 1099-DIV distributions, K-1 carryovers, and prior-year losses to produce Schedule D Lines 7, 15, and 16.
  • Correctly routes to the appropriate tax rate worksheets (0/15/20% LTCG, 28% collectibles, 25% §1250 unrecaptured), and calculates NIIT when MAGI thresholds are exceeded.
  • Generates downstream deliverables (Form 1040, Schedule D, Form 8960 if needed, and carryover worksheets) for review and filing.

Quick Start

Review the draft Schedule D by loading your Form 8949 totals and carryovers into the skill and prompting it to compute the Schedule D output.

Frequently Asked Questions about schedule-d

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate capital gains and losses for Schedule D from Form 8949?▼

To calculate Schedule D capital gains, aggregate your Form 8949 short-term and long-term line items, apply Box A-F adjustments, and consolidate carryovers and 1099-DIV distributions to compute totals.

How do prior-year capital loss carryovers affect my Schedule D calculations?▼

Prior-year capital loss carryovers reduce your current year capital gains on Schedule D by offsetting short-term and long-term gains, requiring accurate carryover worksheet integration to determine final taxable income.

Does Schedule D require separate tax worksheets for collectibles and unrecaptured real estate gains?▼

Schedule D requires routing gains through specific tax worksheets, applying the 28% rate for collectibles and the 25% rate for unrecaptured §1250 gains, separate from standard 0/15/20% calculations.

When do I need to calculate NIIT on my capital gains for Schedule D?▼

You must calculate Net Investment Income Tax on capital gains when your modified adjusted gross income exceeds statutory thresholds, triggering Form 8960 generation alongside your Schedule D draft.

How do I handle K-1 carryovers and §1231 adjustments on Schedule D?▼

Schedule D handles K-1 carryovers and §1231 adjustments by aggregating these amounts with Form 8949 totals, ensuring proper characterization of short-term and long-term capital gains across multiple years.